See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,488 | $65,365+189.9% | $92,893+104.0% | $72,985+159.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 5.17% | 42.10%-36.9pp | 109.41%-104.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $6,151 | $2,594+137.1% | $3,653+68.4% | $2,440+152.1% |
| Participant deferral / active EE | $7,052 | $3,128+125.4% | $4,236+66.5% | $3,607+95.5% |
| Admin fee / account holder | $6,809 | $4,251+60.2% | $5,794+17.5% | $5,124+32.9% |